The sample brief · a fictional household

Gene and Ellen are meeting their new advisor for the first time.

Eighteen years with one advisor, Tom, who just retired. A real brief and a real Deep Dive, produced by the system for this test household from a single pre-meeting write-up. Names and details are invented. The preparation is exactly what your advisors would receive.

Read it, then ask the question we put to every reviewer: would this change how you walk into the room?

The Meeting Brief · 2 pagesThe Deep Dive · 7 pagesSee one for your own client →

The Meeting Brief.

Two pages for the fifteen minutes between meetings. Read in five minutes, the morning of.

Built from

One pre-meeting write-up, not a transcript.

Says what it doesn't know

Three gaps to confirm with the family before acting on anything.

Stops short of conclusions

Possibilities to consider, printed as such on every page.

Meeting Intelligence Brief, page 1: at a glance, before you begin, the meeting plan
Meeting Brief · page 1 of 2
Meeting Intelligence Brief, page 2: the meeting plan continued, what to avoid
Meeting Brief · page 2 of 2

The Relationship Intelligence Deep Dive.

The fuller read for the day before a meeting that carries history. The thinking behind the guidance, a separate read on each person in the room, and where the relationship can deepen.

Deep Dive, page 1: why this meeting matters, client history
Deep Dive · page 1 of 7
Deep Dive, page 2
Deep Dive · page 2 of 7
Deep Dive, page 3
Deep Dive · page 3 of 7
Deep Dive, page 4
Deep Dive · page 4 of 7
Deep Dive, page 5
Deep Dive · page 5 of 7
Deep Dive, page 6
Deep Dive · page 6 of 7
Deep Dive, page 7
Deep Dive · page 7 of 7

The sample is a stranger. The preview is your client.

The sample shows what the brief does for a household you've never met. The preview shows what it does for one you've served for years, which is where it stops being impressive and starts being useful.

Request a preview inviteHow we treat client understanding →